Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TWILIO INCTWLO · Entity 3109 | Director · Chief Executive Officer · 10% owner | June 28, 2023 | June 30, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TWILIO INC
Report date June 28, 2023 · Filed June 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Lawson Revocable Trust | 4,807,219 |
Reported balance
After 2023-06-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-06-28 · Conversion · Acquired 4,580,822 · Balance 4,807,219 F1: Shares are held by Erica Freeman Lawson and Jeffrey Gordon Lawson, as trustees of the Lawson Revocable Trust dated 10/2/11. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Lawson 2014 Irrevocable Trust | 1,022,705 |
Reported balance
After 2023-06-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-06-28 · Conversion · Acquired 1,022,705 · Balance 1,022,705 F2: Shares are held by JP Morgan Trust Company of Delaware, as trustee of the Lawson 2014 Irrevocable Trust dated 12/29/2014. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Lawson Revocable Trust | 0 |
Reported balance
After 2023-06-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-06-28 · Conversion · Disposed 4,580,822 · Balance 0 F4: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation (the "Conversion"). F1: Shares are held by Erica Freeman Lawson and Jeffrey Gordon Lawson, as trustees of the Lawson Revocable Trust dated 10/2/11. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Lawson 2014 Irrevocable Trust | 0 |
Reported balance
After 2023-06-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-06-28 · Conversion · Disposed 1,022,705 · Balance 0 F4: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation (the "Conversion"). F2: Shares are held by JP Morgan Trust Company of Delaware, as trustee of the Lawson 2014 Irrevocable Trust dated 12/29/2014. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.09 · Expires 2025-12-30 | Direct | 0 |
Reported balance
After 2023-06-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-06-28 · Other · Disposed 316,667 · Balance 0 F5: In connection with the Conversion described in footnote (4), at the time of the Conversion, each outstanding option to purchase shares of the Issuer's Class B Common Stock issued pursuant to the Issuer's Amended and Restated 2008 Stock Option Plan was automatically converted into an option to purchase the same number of shares of the Issuer's Class A Common Stock. Otherwise, the terms of each such option remained unchanged. F6: The shares subject to this option vested in 48 equal monthly installments, with the first installment on February 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each such date. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.09 · Expires 2025-12-30 | Direct | 316,667 |
Reported balance
After 2023-06-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-06-28 · Other · Acquired 316,667 · Balance 316,667 F5: In connection with the Conversion described in footnote (4), at the time of the Conversion, each outstanding option to purchase shares of the Issuer's Class B Common Stock issued pursuant to the Issuer's Amended and Restated 2008 Stock Option Plan was automatically converted into an option to purchase the same number of shares of the Issuer's Class A Common Stock. Otherwise, the terms of each such option remained unchanged. F6: The shares subject to this option vested in 48 equal monthly installments, with the first installment on February 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each such date. |
| Class A Common StockSEC Table I · non-derivative | Direct | 184,032 |
Reported balance
Holding disclosure · report date 2023-06-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 184,032 F3: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are held by Erica Freeman Lawson and Jeffrey Gordon Lawson, as trustees of the Lawson Revocable Trust dated 10/2/11.
F2: Shares are held by JP Morgan Trust Company of Delaware, as trustee of the Lawson 2014 Irrevocable Trust dated 12/29/2014.
F3: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.
F4: On June 28, 2023, each outstanding share of the Issuer's Class B Common Stock automatically converted into one share of the Issuer's Class A Common Stock, in accordance with the Issuer's Amended and Restated Certificate of Incorporation (the "Conversion").
F5: In connection with the Conversion described in footnote (4), at the time of the Conversion, each outstanding option to purchase shares of the Issuer's Class B Common Stock issued pursuant to the Issuer's Amended and Restated 2008 Stock Option Plan was automatically converted into an option to purchase the same number of shares of the Issuer's Class A Common Stock. Otherwise, the terms of each such option remained unchanged.
F6: The shares subject to this option vested in 48 equal monthly installments, with the first installment on February 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each such date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 649,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · derivative · entry 10 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Lawson Revocable Trust Disclosed balance after: 6,421,908 Underlying: Class A Common Stock · 649,473 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 82,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · derivative · entry 9 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Lawson 2014 GRAT Disclosed balance after: 740,364 Underlying: Class A Common Stock · 82,263 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · ownership.nature: Jeffrey Gordon Lawson Trustee of the Lawson 2014 GRAT dated 12/29/14. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 35,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · derivative · entry 8 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Lawson 2014 Irrevocable Trust Disclosed balance after: 323,170 Underlying: Class A Common Stock · 35,908 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · ownership.nature: JP Morgan Trust Company of Delaware Trustee U/A 12/29/14 Lawson 2014 Irrevocable Trust. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass B Common Stock · Derivative | 63,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · derivative · entry 7 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,375 Underlying: Class A Common Stock · 63,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F6 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class B common stock. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionClass B Common Stock · Derivative | 63,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · derivative · entry 6 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,708 Underlying: Class A Common Stock · 63,333 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F6 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class B common stock. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 63,333 | $0.00 Strike: $10.09 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · derivative · entry 5 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,667 Underlying: Class B Common Stock · 63,333 shares Expires 2025-12-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The shares subject to this option vest in 48 equal monthly installments, with the first installment on February 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each such date. The option is early exercisable by the Reporting Person. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 649,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · nonDerivative · entry 4 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Lawson Revocable Trust Disclosed balance after: 649,473 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · ownership.nature: Erica Freeman Lawson and Jeffrey Gordon Lawson Trustees of the Lawson Revocable Trust dated 10/2/11. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 82,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · nonDerivative · entry 3 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Lawson 2014 GRAT Disclosed balance after: 82,263 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.nature: Jeffrey Gordon Lawson Trustee of the Lawson 2014 GRAT dated 12/29/14. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 35,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · nonDerivative · entry 2 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Lawson 2014 Irrevocable Trust Disclosed balance after: 35,908 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: JP Morgan Trust Company of Delaware Trustee U/A 12/29/14 Lawson 2014 Irrevocable Trust. Read SEC document |
| October 20, 2016 Filed Oct 24, 2016 19:54 UTC | TWILIO INC TWLO · Entity 3109 | ConversionClass A Common Stock | 63,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065175 · form4.xml · nonDerivative · entry 1 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,333 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 18, 2016 Filed Oct 19, 2016 19:43 UTC | TWILIO INC TWLO · Entity 3109 | GiftClass B Common Stock · Derivative | 6,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065033 · form4.xml · derivative · entry 3 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Lawson Revocable Trust Disclosed balance after: 7,071,381 Underlying: Class A Common Stock · 6,651 shares Expires not disclosed F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · kind: Represents shares that the Reporting Person contributed to the Reporting Person's trust. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| October 18, 2016 Filed Oct 19, 2016 19:43 UTC | TWILIO INC TWLO · Entity 3109 | GiftClass B Common Stock · Derivative | 6,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065033 · form4.xml · derivative · entry 2 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,375 Underlying: Class A Common Stock · 6,651 shares Expires not disclosed F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F4 · kind: Represents shares that the Reporting Person contributed to the Reporting Person's trust. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 19:43 UTC | TWILIO INC TWLO · Entity 3109 | Tax withholdingClass B Common Stock · Derivative | 5,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065033 · form4.xml · derivative · entry 1 Lawson Jeff · CIK 0001665930 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,026 Underlying: Class A Common Stock · 5,224 shares Expires not disclosed F1 · security: These shares represent Restricted Stock Units ("RSU's"). Each RSU represents a contingent right to receive one share of the Issuer's Class B common stock. The RSUs vest according to the following schedule: equal quarterly installments over 16 quarters from January 15, 2016, subject to the Reporting Person's continued employment with the Issuer through each such vesting date. F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · kind: Represents shares of Common Stock that were withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of RSUs. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.